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Donald Allen Swain
Directeur en chef des Investissements chez
Professional Financial Management, Inc.
Profil
Mr. Donald A. Swain, CFA, is a Partner & Chief Investment Officer at Professional Financial Management, Inc. He designs, evaluates, and directs all aspects of the firm’s investment programs, while incorporating risk management, diversification, and return optimization.
He monitors the debt and equity markets, focusing on valuations, trends, and macroeconomic indicators.
He also oversees the research, evaluation, and selection of investment vehicles and makes decisions to align the investment selections with the organization’s overall investment strategy.
He is directly responsible for all trading (stocks, bonds, ETFs, and mutual funds), performance reporting, and asset allocation strategy.
As Chief Investment Officer, he leads the firm’s Investment Committee.
Mr. Swain was previously employed as an Investment Analyst by Wealth Management LLC.
He received his undergraduate degree from the University of Wisconsin.
He earned Chartered Financial Analyst designation in 2010 and is currently a member of the CFA Society of Milwaukee.
Postes actifs de Donald Allen Swain
| Sociétés | Poste | Début |
|---|---|---|
Professional Financial Management, Inc.
 Professional Financial Management, Inc. Investment ManagersFinance PFM’s asset allocation investment recommendations are driven by fundamental factors and dominated by their perception of client risk tolerance and the client’s goals and objectives. | Directeur en chef des Investissements | 01/07/2010 |
Anciens postes connus de Donald Allen Swain
| Sociétés | Poste | Fin |
|---|---|---|
Wealth Management LLC
 Wealth Management LLC Investment ManagersFinance Wealth Management uses asset allocation/sector rotation methodologies to manage separate portfolios. The firm manages proprietary investment funds that focus on absolute returns with volatility lower than conventional stock and bond portfolios. | Corporate Officer/Principal | 01/04/2009 |
Formation de Donald Allen Swain
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Wealth Management uses asset allocation/sector rotation methodologies to manage separate portfolios. The firm manages proprietary investment funds that focus on absolute returns with volatility lower than conventional stock and bond portfolios. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance PFM’s asset allocation investment recommendations are driven by fundamental factors and dominated by their perception of client risk tolerance and the client’s goals and objectives. | Finance |
